For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
I provide advice with retirement, investments and 401k rollovers while using the tools of financial planning to help address the concerns of estate planning and Medicaid/long term care planning.
I'm blessed to be centered in the heart of the Allegheny National Forest and enjoy all that Warren County, Northwestern Pennsylvania and Southwestern New York has to offer.
I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
- Property & Casualty: PA
- Variable Annuities: OH, PA, TX
- Securities License: CO, FL, NC, NY, OH, PA, SC, TX
- Variable Life Insurance: OH, PA( TX License #2315093)
- Fixed Annuities: OH, PA, SC( TX License #2315093)
- Life Insurance: OH, PA, SC( TX License #2315093)
Tim Holter is associated with the Keystone Mountain Financial Office, 1000 Noble Energy Drive, Suite 620, Canonsburg, PA, 15317-7550, Managing Director: Lisa Austin, Phone: 412-247-8070. Tim Holter offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Tim Holter offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
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